Melone Private Wealth, LLC Davis Fundamental ETF Tr Transaction History

Melone Private Wealth, LLC

  • $196 Million
  • Q2 2025

A detailed history of Melone Private Wealth, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Melone Private Wealth, LLC holds 14,512 shares of DUSA stock, worth $697,156. This represents 0.34% of its overall portfolio holdings.

Number of Shares
14,512
Previous 14,512 -0.0%
Holding current value
$697,156
Previous $609,000 10.18%
% of portfolio
0.34%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$40.91 - $45.07 $37,555 - $41,374
-918 Reduced 5.95%
14,512 $611,000
Q4 2023

Jan 12, 2024
BUY
$30.18 - $36.37 $7,695 - $9,274
255 Added 1.68%
15,430 $544,000
Q1 2023

Apr 20, 2023
BUY
$27.18 - $31.22 $14,949 - $17,171
550 Added 3.76%
15,175 $431,000
Q4 2022

Jan 19, 2023
BUY
$25.35 - $28.89 $37,771 - $43,046
1,490 Added 11.34%
14,625 $0
Q2 2022

Jul 11, 2022
BUY
$26.84 - $33.28 $44,286 - $54,912
1,650 Added 14.37%
13,135 $370,000
Q1 2022

Apr 29, 2022
BUY
$30.43 - $36.27 $349,488 - $416,560
11,485 New
11,485 $353,000

Others Institutions Holding DUSA

# of Institutions
72
Shares Held
13.5M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DUSA Quotes by TradingView
  • Ticker DUSA
  • Sector ETFs
  • Industry ETFs
More about DUSA
Track This Portfolio

Track Melone Private Wealth, LLC Portfolio

Follow Melone Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Melone Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melone Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email